Thought Leadership By Our Team

With less than a month left in this calendar year, we want to remind you of a few last-minute financial moves that you might want to consider.

With the upcoming “Millionaire’s Tax” ballot initiative in Massachusetts (“MA”) proposing to tax people earning over a $1,000,000 an extra 4%, and the fact that Massachusetts is one of only 17 states to have an estate or inheritance tax....

With significant stock market volatility since the beginning of the year, the Federal Reserve continuing to raise interest rates to quell inflation, the war in Europe dragging on, and the mid-term elections occurring next month, it makes a lot of sense to keep a portion of your investment portfolio in cash until markets settle down.

There has been a surge of do-it-yourself (DIY) investors opening discount brokerage accounts and trading stocks.

In 2003, health savings accounts (HSAs) were established as a way for people to save tax-free money for qualified medical expenses. An HSA is a benefit available to individuals who have

If you have switched jobs, become a new parent, been divorced, or survived a spouse or even a child, your current beneficiary designations may need...

Make sure you aren't overlooking some strategies and potential tax benefits, especially for non-working spouses and children.

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

Getting ready to retire is exciting, but where will you spend your retirement years? Here's the top ten places for relaxing in the United States.